Datacenters have always kept reciprocating engines on site as emergency standby， kicking in when the grid drops and running a handful of hours a year. That role is changing， as recips are increasingly being repurposed to prime power， energizing datacenters around the clock. We estimate that recip OEMs （e.g.， Caterpillar， INNIO， Cummins） have been contracted to supply ~1 GW of BTM power this year， and 4+ GW in each of 2027 and 2028. Our SemiAnalysis Energy Model tracks these BTM contracts OEM-by-OEM， project-by-project. Yet， that is dwarfed by the opportunity to come. （1/3）🧵
SemiAnalysis@SemiAnalysis_ · XAI 摘要
SemiAnalysis 指出，数据中心正将往复式发动机从应急备用转为全天候主供电源。据估算，今年往复式发动机 OEM（如卡特彼勒、INNIO、康明斯）已签约约 1 GW 的 BTM 电力，2027 和 2028 年每年将超过 4 GW。SemiAnalysis 能源模型按 OEM 和项目追踪这些 BTM 合同，但未来机会远大于此。
Datacenters have always kept reciprocating engines on site as emergency standby， kicking in when the grid drops and running a handful of hours a year. That role is changing， as recips are increasingly being repurposed to prime power， energizing datacenters around the clock. We estimate that recip OEMs （e.g.， Caterpillar， INNIO， Cummins） have been contracted to supply ~1 GW of BTM power this year， and 4+ GW in each of 2027 and 2028. Our SemiAnalysis Energy Model tracks these BTM contracts OEM-by-OEM， project-by-project. Yet， that is dwarfed by the opportunity to come. （1/3）🧵